WealthFeed Closes $2 Million in Funding
WealthFeed, a New York-based AI-driven organic growth platform for financial advisors, has closed a $2 million funding round.
Strategic investors include Thicket Ventures and industry executives from RIAs, Investment Banking, and Private Equity sectors.
Concurrently, Justin Wisz and Joe Jolson join the Board of Directors.
The investment will fuel WealthFeed’s growth initiatives, enhancing predictive analytics and artificial intelligence capabilities to aid Financial Advisors in expanding their market presence.
Founded in 2023, WealthFeed is a SaaS business development platform for Financial Service Professionals. Leveraging advanced AI and data analytics, WealthFeed empowers financial advisors to grow their book of business, increase client retention, and grow wallet share with current clients through its AI-powered Money-in-Motion platform. The platform features a dynamic money-in-motion prospect database with extensive filtering options for Advisors to identify high-converting prospect opportunities in real-time. The company has catered to over 1,700 real estate and financial services customers.
Funding Details
Company: WealthFeed, Inc.
Raised: $2.0M
Round: Unknown
Funding Month: March 2024
Investors: Thicket Ventures and industry executives from RIAs, Investment Banking, and Private Equity sectors
Company Website: https://www.wealthfeed.com/
Software Category: SaaS Business Development